pre-tax retirement
Article
Sep 16th 2019
When your clients are in the midst of their careers and raising children, saving for college is often the top financial priority. That’s...
business people walk with luggage through an airport
Article
Sep 9th 2019
For decades, the IRS has closely scrutinized deductions for travel and entertainment (T&E), expenses, often challenging write-offs...
save for college
Article
Sep 4th 2019
Even for affluent clients, the tab for a child’s college education is a tough nut to crack. According to recent statistics from Lending...